Certified Tableau CRM and Einstein Discovery Consultant Practice Exam Free – 50 Questions to Simulate the Real Exam
Are you getting ready for the Certified Tableau CRM and Einstein Discovery Consultant certification? Take your preparation to the next level with our Certified Tableau CRM and Einstein Discovery Consultant Practice Exam Free – a carefully designed set of 50 realistic exam-style questions to help you evaluate your knowledge and boost your confidence.
Using a Certified Tableau CRM and Einstein Discovery Consultant practice exam free is one of the best ways to:
- Experience the format and difficulty of the real exam
- Identify your strengths and focus on weak areas
- Improve your test-taking speed and accuracy
Below, you will find 50 realistic Certified Tableau CRM and Einstein Discovery Consultant practice exam free questions covering key exam topics. Each question reflects the structure and challenge of the actual exam.
The Tableau CRM team at a company created a dataset based on the Sales_Target c custom object. The VP of Sales reports seeing the message "No results
ן¼¿
found" when opening the dataset to explore it. Other users below the VP in the role hierarchy can see rows on the same dataset.
Which problem might be causing this issue?A. The Security Predicates set up at the dataset level are preventing the VP from seeing data. B. The Salesforce profile for the VP does not have read permission on some fields of the Sales_Target c custom object. ן¼¿
C. The dataset is inheriting sharing from Salesforce and the VP can see more than 3000 rows. D. The Salesforce profile for the VP does not have read permission on the Sales_Target c custom object. ן¼¿
The Universal Containers company used Tableau CRM to create two datasets:
✑ Dataset A: contains a list of activities with an "activityID" dimension and a "userID" dimension
✑ Dataset B: contains a list of users with a "userID" dimension
The team wants to delete from Dataset A all activities related to users in Dataset B.
How can a Tableau CRM Consultant help them achieve this?A. Use an external ETL tool to extract both datasets and delete records.
B. Use a combination of dataflow transformations: "augment" and "filter."
C. Use the dataflow transformation "delete" and set "userID" as the deletion ID.
D. Use the recipe operation "delete" and set "userID" as the deletion ID.
A consultant built a Tableau CRM app for the Sales Operations team. The team wants to share this app with other people at the company. The consultant recommends distributing the app as a Tableau CRM template app.
In the process of creating the template, which role does the original Tableau CRM app for the Sales Operation team play?A. It is the target.
B. It is the template.
C. It is the instance.
D. It is the master.
After loading data to Einstein Discovery and creating a story, the client asks the Einstein consultant to explain the Unexplained Bar in the "Why does this do better/ worse" chart.
Which explanation is correct?A. It shows the difference between the predicted outcome and the observed outcome.
B. It only appears for outcomes that do not have an explanation.
C. It should always be 0 or the model should not be used.
D. It displays the difference between the analyzed data and the data not reviewed.
Using the Setup menu, the Universal Containers company activated data sync (replication) in the Tableau CRM settings. After running the sync, they notice that the aggregate sum of a field within their dataset is different than what they manually calculated by summing the same data in the Salesforce object from which the dataset was populated.
Which two differences in the newly synced data can explain this? (Choose two.)A. Differences involving trigger-updated fields
B. Differences involving permanently deleted records
C. Differences involving workflow-updated fields
D. Differences involving formula fields
A company's Salesforce org has multi-currency enabled. This company's business intelligence team used Tableau CRM to build a dataflow that creates a dataset,
"OpportunityDataSet". This dataset is populated with data extracted from the standard object, Opportunity. One of the extracted fields is the standard field,
Amount.
If a user explores the "OpportunityDataSet" in Tableau CRM, in which currency will the Amount values be shown?A. In the integration user's currency
B. In the currency that is set on the "currency" attribute in the dataflow
C. In the currency that is set on the "currency" attribute in the dataset
D. n the connected user's currency
An Einstein Analytics Consultant is working with a subscriptions based company to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and a single Account can only have one active subscription. Unfortunately, the Opportunity record does not specify whether it is a renewal or a net new subscription.
Which data transformation should be used to determine if a subscription is new or a renewal?A. computeRelative
B. computeExpression
C. augment
D. flatten
A Salesforce administrator wants to create a new dashboard that uses custom geoJSON to display data; however, the administrator is unable to upload the file via the UI.
What should be done?A. Add the system permission "Manage Analytics Custom Maps" to the permission set used.
B. Enable "Custom maps with geoJSON" in the analytics settings.
C. Upload the geoJSON via the API because it is not a function in the UI.
D. Contact Salesforce support and request to get custom maps and geoJSON enabled for the org.
A consultant plans to extract an Opportunity object for training and wants to create a story to identify opportunities that are likely to be won.
Which two actions should the consultant take to prepare the training dataset? (Choose two.)A. Exclude IsClosed (FALSE).
B. Maximize on IsWon (TRUE).
C. Include opportunities that are in all stages for completeness.
D. Include StageName because this field is highly correlated to IsWon (True).
The Universal Containers company uses a Microsoft Azure SQL Data Warehouse to gather information about sales representatives' objectives. They want to use
Einstein Analytics to gain insights from this data; therefore, they need to automatically load the warehouse's data into a Tableau CRM dataset on a daily basis.
The data also needs to be transformed and merged with data from the company's org.
Which three Tableau CRM user interface features can be used to complete these requirements? (Choose three.)A. Microsoft Azure SQL Data Warehouse Connector
B. Recipes
C. Dataflow
D. Tableau CRM Connector for Excel
E. Analytics REST API
Results from an Einstein Discovery story are reviewed with a client. They agree with the findings but noticed that a field used in the story has incomplete data that was not originally noticed. The client is now concerned the model may not be good enough to deploy.
Which two next steps should a consultant consider to improve the outcome? (Choose two.)A. Identify additional data and include it in the dataset.
B. Reduce the expectations on the model.
C. Review and change the story settings and rerun the story.
D. Rerun the story with the current settings to confirm and solidify the results.
A client has a dashboard for Sales Managers. They want to have a list filter that shows the name of the month. However, based on the "CloseDate_Month" field, the list filter shows numbers instead of names.
How can a Tableau CRM Consultant use the Dataflow nodes to generate the name of month as a new dimension in the dataset?A. flatten
B. append
C. computeRelative
D. computeExpression
A Tableau CRM consultant is asked to add a new SalesTax field to a Product Sales dataset. The formula to calculate SalesTax is (SubTotal"CountyTax).
Which node should the consultant use in a Dataflow to calculate and insert SalesTax to the dataset?A. computeExpression
B. augment
C. computeRelative
D. append
Which set of statements generates monthly amount on a cumulative basis annually?A.
B.
C.
D.
A client has two datasets that are used across seven different dashboards. Three of these dashboards are used by marketing and four are used by sales. The client requires that only marketing can access the marketing dashboards and only sales can access the sales dashboards.
What solution should be recommended?A. Duplicate the datasets and create two custom apps: one for marketing dashboards and datasets with marketing as "editor" and one for sales dashboards and datasets with sales as "editor."
B. Create three custom apps: one for marketing dashboards with marketing as "viewer," one for sales dashboards with sales as "viewer," and one for datasets where marketing and sales are "viewer."
C. Create one custom app for the datasets and share it with marketing and sales as "viewer."
D. Create two custom apps: one for marketing dashboards with marketing as "viewer" and one for sales dashboards with sales as "viewer." Add the datasets as references to both custom apps.
A Tableau CRM Consultant is implementing encryption for a customer.
Which two statements about Tableau CRM Encryption are true? (Choose two.)A. By default, the same keys are used to encrypt data in Tableau CRM as are used to encrypt data in Salesforce objects.
B. The customer's org must have a tenant secret persisted in the Shield Platform key management store.
C. When Tableau CRM Encryption is enabled, all newly registered datasets are encrypted at rest.
D. Bring Your Own Key is supported only if replication is enabled.
A company wants to allow users who belong to an account team to see all the Opportunities associated with that Account in Tableau CRM.
Which two actions accomplish this requirement? (Choose two.)A. Create a master-detail relationship between the Salesforce Account and Opportunity objects.
B. Apply sharing inheritance.
C. In the dataflow, extract the AccountTeamMember object and augment it with the Opportunity object using 'AccountId' as the join field and apply following security predicate: 'AccountTeamMember.UserId' == "$User.Id".
D. In the dataflow, extract the OpportunityTeamMember object and augment it with the Opportunity object using 'OpportunityId" as the join field and apply the following security predicate: 'OpportunityTeamMember.UserId' == "sUser.Id".
Universal Containers has a dashboard for Sales Managers to visualize the YoY Growth of their customers. The formula used is: YoY = [(This Year - Last Year) /
Last Year] %
Based on the graphic, when there is no account in the Last Year column, the YoY Growth shows null results. The Sales Managers want to replace it with 100% value.
What is the correct function to use?A. coalesce()
B. number_to_string()
C. substr()
D. replace()
When creating a story in Einstein Discovery, a client is wondering if all potential collinear fields need to be removed before executing the build story.
What would accurately answer the client's question?A. Yes. If the collinear variables are not removed, the Einstein Discovery model build will fail.
B. Yes. If all collinear variables are not excluded, the model will overfit and not make any sense.
C. No. Although it is ideal to eliminate collinearity as soon as possible, Einstein will give a warning post-build, and the ridge regression will prevent collinearity from overfitting.
D. No. Einstein Discovery is impervious to collinearity, so the story and subsequent model will be fine.
In a dataset, there are multiple boolean fields. When displayed on any dashboard, the boolean fields should all be displayed in the same way: a value of true should result in the display of the word "Yes" in green; a value of false should result in the display of the word "No" in red.
In which two ways can this be accomplished?A. Create an XMD node in the dataflow to change the label and color of the values in the fields.
B. In the explorer, select the boolean fields and use the "edit values" option on the fields to change values and colors.
C. Download the XMD for the dataset and change the values and color for the fields and then upload to the dataset.
D. In the explorer, select the boolean fields, then create a derived dimension that references the boolean fields, and then modify the values and colors of the derived dimension.
A consultant created a Tableau CRM dashboard in a sandbox. Now, the dashboard needs to be migrated into production.
To complete the migration, what are the consultant's three options? (Choose three.)A. Analytics dashboard connector
B. Analytics External Data API
C. Change sets
D. Analytics REST API
E. Ant Migration Tool
A Tableau CRM consultant develops a dashboard called SalesPerformance_1 in a sandbox environment. To deploy the recipe, the consultant creates a package in workbench.
What is the correct meta data reference in the xml file?A. SalesPerformance_1 EADashboard
B. SalesPerformance_1 WaveDashboard
C. SalesPerformance_1 EdgeDashboard
D. SalesPerformance_1
Universal Containers reports that any selection in the List widget is not affecting the Pie chart in one of their Tableau CRM dashboards. The query options associated with the List widget and Pie chart are shown in the graphic.
Which two changes can a Tableau CRM Consultant implement to solve this issue, given that the queries are using the same dataset? (Choose two.)A. Use selection binding in the filters section of the query "Step_pie_1."
B. Enable the option "Apply filters from faceting" in the query "Step_pie_1."
C. Enable the option "Apply filters from faceting" in the query "Region_1."
D. Use selection binding in the filters section of the query "Region_1."
A Tableau CRM consultant created a dashboard that went through review. A few charts were added and removed in the process. The dashboard is now approved for production.
Which best practice should be done before releasing the dashboard?A. Remove the redundant queries to ensure dashboard performance.
B. Apply conditional formatting on the new charts.
C. Rename all the queries to correspond with the defined naming convention.
D. Modify the XMD so all labels and values are user-friendly.
Which widget property allows a consultant to restrict the view to a domain bounded by the values entered?A. Add Filter
B. Add Custom Range
C. Add Custom Domain
D. Filter by Range
A Tableau CRM Consultant is implementing encryption for a customer.
Which two statements about Tableau CRM Encryption are true? (Choose two.)A. Bring Your Own Key is not supported.
B. By default, the same keys are used to encrypt data in Tableau CRM as are used to encrypt data in Salesforce objects.
C. When Tableau CRM Encryption is enabled, all newly registered datasets are encrypted at rest.
D. The customer's org must have a Shield Platform Encryption tenant secret.
A training dataset is being prepared for an Einstein Discovery story. One of its predictor (input) fields is skewed with outliers.
What action should the Einstein consultant take?A. Change the method of binning to fixed width.
B. Nothing, because the field is not the outcome variable.
C. Remove the outlier rows.
D. Remove the field because it has bad data.
Universal Containers has a Dashboard for Sales Managers. They need to visualize their win rate.
Which chart type can be used to keep track if they are below or beyond the target?A. Metric Radar
B. Heatmap
C. Line
D. Gauge
A Tableau CRM consultant decides to use a recipe to create a new dataset.
Which two source types can be used for the recipe? (Choose two.)A. Records from a Salesforce object
B. Dataset lens
C. Connected data(Synced)
D. Existing datasets
When organizing information in a Tableau CRM dashboard, what does the "Progressive Disclosure" design principle mean?A. Utilize the latest templates for the most modern look and feel.
B. Intentionally omit specific details so that users can do ad-hoc exploration if needed for root-cause analysis.
C. Only provide the user with the level of detail they need to see, with the option to drill down deeper into more details.
D. Implement strict security predicates to minimize the amount of information displayed to users.
A data architect wants to use a recipe transformation to implement row-level security that is based on role hierarchy in Salesforce.
Which transformation should be used to level the dataset hierarchy?A. flatten transformation
B. delta transformation
C. aggregate transformation
D. append transformation
Universal Containers has a Sales Manager dashboard. They have a compare table that displays the count of Customers and the Sum of Annual Revenue per year and per Account type. A consultant is asked to add more groupings to enhance details about their customers.
What is the maximum number of grouping columns that the consultant must be aware of in order to continue using a compare table versus creating the query using SAQL?A. 4
B. 8
C. unlimited
D. 10
A Tableau CRM team plans to enable data sync (replication).
Which limit is specific to data sync (replication) and should be considered before enabling the feature because it might impact existing jobs?A. Maximum number of dataflow transformations
B. Maximum number of recipes allowed
C. Timeout for ELT (Extract Load Transform) jobs that are scheduled but not yet executed
D. Maximum number of objects that can be enabled for data sync (replication)
When deploying a model to an existing Prediction, what number should be considered?A. 5: Limit of total number of Prediction Definitions.
B. 10: Limit of number of models under a Prediction Definition.
C. 20: Limit of number of models under a Prediction Definition.
D. 3: Limit of total number of Models.
A consultant built a Tableau CRM app for the Sales Operations team. The Sales Operations team wants to share their app with other people at the company. The consultant recommends distributing the app as a Tableau CRM template app.
A set of JSON files will be generated after a template is created from the Sales Operations app.
What is the name of the JSON file that manages template metadata and all other template elements?A. master-info.json
B. template-to-app-rules.json
C. ui.json
D. template-info.json
Which chart type is best suited to track progress of sales revenue that is realized versus the target?A. Pie chart
B. Pivot table
C. Flat gauge
D. Bar chart
A consultant built a very useful Einstein Analytics app for the corporate Sales Operations team of a company that has multiple Salesforce Orgs. Each Org has similar models and would like to review their data the way that the corporate Sales Operations team does. The app has been packaged and needs to be installed on the other production orgs.
What is the recommended practice to install the custom templated app?A. Change Sets
B. Salesforce Managed Package
C. REST API
D. Metadata API
A company wants to create a timeline chart to visualize the evolution of their Closed Won Opportunities.
What are the required parameters to build a lens that displays output similar to the image shown?A. 1 measure, 0 groupings if trellis is disabled, or 0-2 groupings if trellis is enabled
B. 1 measure, 1 grouping by a date field, and either 0-1 groupings by a dimension if trellis is disabled, or 0-2 groupings if trellis is enabled
C. 2 measures, 0-2 groupings if trellis is disabled, or 0-4 groupings if trellis is enabled
D. measure, 1-2 groupings if trellis is disabled, or 1-4 groupings if trellis is enabled
A consultant is working with the client to define goals and metrics for a dashboard that will be built. The consultant is in the design phase prior to starting the actual build.
Which two design considerations should be determined at this time? (Choose two.)A. How to get as much information as possible onto one page.
B. How to quickly convey key information.
C. Which colors to use and how to use them.
D. Which charts to use to best support the defined goal.
A Tableau CRM consultant is asked to add a new SalesTax field to a Product Sales dataset. The formula to calculate SalesTax is (SubTotal"CountyTax).
Which node should the consultant use in a Dataflow to calculate and insert SalesTax to the dataset?A. update
B. append
C. join
D. transform
A company uses role hierarchy to implement data security in Salesforce. They want the same role-hierarchy-based security model to apply in Tableau CRM, but want the users in a role to see data owned by other users in the same role.
Using the "flatten” transformation in a recipe, which attribute setting achieves this requirement?A. Set the attribute “Include Record ID Column value” to true.
B. Set the attribute “include_self_id” to false.
C. Set the attribute “include_self_id” to true.
D. Set the attribute “Include Record ID Column value” to false.
A Tableau CRM consultant has been asked to refactor a dashboard so that it loads more quickly. After some analysis, the consultant found that most of the dashboard queries run in less than five seconds; however, the Opportunities Table takes 30 seconds to run.
How can the consultant improve the performance of this dashboard?A. Create a Visualforce page and display a list view of the opportunities on this new page.
B. Create a link to download the list of opportunities as an Excel file.
C. Create a second page on the dashboard and move the table to this new page.
D. Create a second dashboard and move the table to this new dashboard.
The Universal Containers Einstein Analytics team built a dashboard with two widgets:
1. List widget associated to the query "Type_2" and grouped by the dimension "Type" (multi-selection)
2. Pie chart widget associated to the query "Step_pie_3" and grouped by the dimension "Type"
Additional notes: * The queries use different datasets.
The team wants any selection in the List widget to filter the Pie chart and vice-versa. Users should be able to choose more than one Type (multi-selection).
What is the recommended way to accomplish the required filtering?A. Set up a result and selection based interaction for each query.
B. Use "Connect Data Sources" to create a mapping of the two fields from the two datasets.
C. Use a selection based interaction and apply it to the query of "Step_pie_3".
D. Use a results based interaction and apply it to the query of "Step_pie_3".
The Tableau CRM team at a company creates three recipes.
1) myRecipeOne: this recipe takes 2 hours to run.
2) myRecipeTwo: this recipe takes 1 hour and 30 minutes to run.
3) myReapeThree: this recipe takes 1 minute and 30 seconds to run.
If all three recipes run, how many count towards the 24 hour rolling recipe run limit?A. 0
B. 1
C. 2
D. 3
The Universal Containers company uses Tableau CRM to build dashboards for different departments: Sales, Service, and Marketing, Users for the same department have the same role and need to have access to the same dashboards. Dashboards for different departments use some common datasets with the same row-level security.
How can a Tableau CRM address this need?A. Create one application for each department, put common datasets in the shared app, and use profiles to share applications.
B. Create one application for each department, put common datasets in the shared app, and use roles to share applications.
C. Create one application for each department, put common datasets in the shared app, and use permission sets to share applications.
D. Create one application for each department and use roles to share applications
The Universal Containers Einstein Analytics team built a dashboard with two widgets:
1. List widget associated to the query Type_2" and grouped by the dimension "Type" (multi-selection)
2. Pie chart widget associated to the query "Step_pie_3" and grouped by the dimension "Type"
Additional notes:
* The queries use different datasets.
* Users should be able to choose more than one Type (multi-selection)
What is the right syntax for the binding/interaction?A.
B.
C.
D.
A consultant built a Tableau CRM dashboard for a shipping company. The consultant enabled data sync (replication) to increase the speed of datasets refreshing.
How often will the data on the dashboard be refreshed?A. When the dashboard viewer clicks the Refresh button.
B. When Data Sync runs to completion, and then Dataflow runs to completion.
C. Each time a user opens the dashboard.
D. When Dataflow runs to completion, and then Data Sync runs to completion.
The Universal Containers Sales team is looking to build a dashboard that shows the total revenue from their top 10 accounts (based on revenue) and make it dynamic with the filters of the dashboard.
What two steps are required to accomplish this? (Choose two.)A. Create a query with a selection based interaction as a filter using the limited query to pass in the 10 Account Id's.
B. Create a query and sort descending by revenue and limit it to 10 results.
C. Create a query that groups by Account Id and sorts descending by revenue and limit it to 10 results.
D. Create a query with a results based interaction as a filter using the limited query to pass in the 10 Account Id's.
A customer displays a lot of data and wants a way to dynamically emphasize certain values on a bar chart in order to properly grab the user’s attention.
What can a Tableau CRM Consultant use to accomplish this task?A. XMD
B. Customize tooltip
C. Compare Table
D. Chart Markers
A consultant wants to optimize data loads by extracting Salesforce objects using independent Tableau CRM dataflows ahead of time.
Which construct should be used to accomplish this?A. Clone
B. Dataflow
C. Data Sync (Replication)
D. Augment
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